Retirement Services Specialist -OR- Retirement Services Specialist Intermediate

About the role

The Retirement Services Specialist or Retirement Services Specialist Intermediate positions exist to provide MSRS retirement benefit plan information to plan participants and to communicate Minnesota Deferred Compensation, Health Care Savings Plan and Hennepin Supplemental Retirement Plan information to all public employees covered by the pension plans of State, Minneapolis, St. Paul, Duluth, and the Statewide Teacher Retirement Association and also the Public Employees Retirement Association.

Responsibilities

• Answer all incoming participant calls to the Customer Service Center.
• Respond to general questions regarding benefits.
• Refer all other calls to the appropriate person or department.
• Perform routine MSRS retirement estimates.
• Ensure that resumes clearly describe experience in relevant areas and indicate position start and end dates.

Requirements

• Eighteen months of experience administering employee benefits, member benefits, or financial services/insurance products for clients, with the primary focus of delivering customer service, performing calculations, interpreting benefit plans or policies and providing legal explanations or interpreting benefit plans or policies.
• Or hold a Bachelor's degree in business, accounting, or related field, with 6 months of experience substituting for an Associate's Degree.
• Pass or provide proof of previously passing the Retirement Systems' written assessment covering math table and chart interpretations, grammar, reading comprehension and public relations.

Qualifications

• Think analytically to interpret benefits, laws and legal opinions.
• Communicate effectively verbally and in writing to provide excellent customer service.
• Work independently and in a team setting.
• Set priorities with competing deadlines.
• Perform math computations and use computer software.
• Show strong technical ability and human relations skills (including active listening, empathy, and explaining complexities).

Preferred Qualifications

• Experience administering retirement benefits, with the primary focus of delivering customer service, performing calculations, and providing legal explanations or interpreting benefit plans or policies.
• Experience working with or at Minnesota State Retirement System, Public Employees Retirement Association, or Teachers Retirement Association.
• Experience providing customer service in a call center environment.
• Possession of FINRA Series 6 and 63 Licenses.
• Possession of the Minnesota Life, Accident, and Health Insurance Licenses.
• Possession of FINRA SIE license.

Benefits

• Affordable health insurance plan.
• Low-cost medical, dental, vision, and prescription drug plans.
• Fertility care, including IVF.
• Dental and orthodontic care for adults and children.
• 6 weeks paid leave for parents of newborn or newly adopted children.
• Pension plan providing income upon retirement (after working at least three years).
• Employer-paid life insurance to support your family in case of death.
• Short-term and long-term disability insurance to provide income if unable to work due to illness or injury.
• Tax-free expense accounts for health, dental, and dependent care.
• Training, classes, and professional development opportunities.
• Tuition reimbursement.
• Employee Assistance Program (EAP) for work/life support.
• Chore services, home repair, trip planning, child/elder care programs.
• Financial well-being resources.

Additional Requirements

• Background investigation prior to employment.
• SEMA4 Records Check (for current and past State employees).
• Criminal History Check.
• Employment Reference Check.
• Social Security and Address Verification.
• Education Verification.
• Driver's License Check.

Contact

• To receive consideration as a Connect 700 Program applicant, apply online, email the Job ID#, the Working Title and your valid Proof of Eligibility Certificate by the closing date to Sally Spreeman at sally.spreeman@mnretire.gov.